Stock Plan Services Specialist

2 days ago

Roanoke, Texas, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and motivated Stock Plan Services Financial Services Professional to join our team at Charles Schwab. As a key member of our team, you will be responsible for providing exceptional service to our clients, facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans.

Key Responsibilities
  • Client Service: Provide personalized service to clients, facilitating transactions and answering questions related to equity awards and plan administration.
  • Education and Training: Receive in-depth education and training on equity awards and plan administration to deliver service as a knowledgeable professional.
  • Problem-Solving: Demonstrate energy, compassion, and problem-solving skills while delivering unparalleled value and outstanding service to clients via phone and email.
  • Relationship Building: Connect and engage with clients to gain an understanding of their financial needs, goals, and objectives.
  • Upselling and Cross-Selling: Encourage a long-term relationship with Charles Schwab by finding opportunities to introduce Schwab offerings and guide clients to the proper solutions.
  • Collaboration: Collaborate with internal business partners and team members to resolve sophisticated client inquiries and develop knowledge of Schwab products and services.
Requirements
  • Licenses: Series 7 & 63/66 licenses preferred or must obtain as a condition of employment.
  • Passion for Service: Demonstrated passion for providing top-tier service and support to clients.
  • Communication Skills: Strong interest in effectively engaging in quality conversations with clients to establish long-term relationships.
  • Work Ethic: Strong work ethic with a high level of integrity and the ability to build trust with clients.
  • Time Management: Ability to strategically prioritize client research and follow-up via outbound calls and emails while maintaining service levels of inbound client calls.
  • Organizational Skills: Skills for organizing specific and individual company procedures, in the form of emails and other documents, to ensure vital information is readily available.
  • Teamwork: Respect for fellow employees and demonstrating the power of teamwork.
  • Adaptability: Ability to adapt and implement changes as market and business conditions evolve.
  • Unique Background: A unique background/work experience including volunteer activities, internships, professional organizations, unpaid work experience, or other roles which may or may not be industry-related.
  • Technical Skills: Technically savvy, including proficiency in MS Office and the ability to learn new programs, as well as easily use multiple applications simultaneously in a dual-screen environment.
What We Offer

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) and Employee Stock Purchase Plan: A comprehensive retirement savings plan with company match and employee stock purchase plan.
  • Paid Time Off: Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
  • Paid Parental Leave and Family Building Benefits: Comprehensive paid parental leave and family building benefits.
  • Tuition Reimbursement: Tuition reimbursement to support your ongoing education and career development.
  • Health, Dental, and Vision Insurance: Comprehensive health, dental, and vision insurance to support your physical and mental well-being.

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